Tip #3: Use Check-in to geo-tag your client visits instantly

Tip #3: Use Check-in to geo-tag your client visits instantly



Hello everyone!
We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there. 

Tip #3: Use Check-in to geo-tag your client visits instantly 
Done with your client visit? Yay! 
But wait, here comes your next bit of boring yet important things that you do:
  1. Call your sales manager and inform him/her that you are done with the meeting.
  2. Create/update the event in your Zoho CRM and associate it to the lead or contact.
  3. Keep a note of all the visits that you have made in the past to report to your manager.
For a sales rep who is always on the move trying to visit as many clients as possible in a day, this could be very daunting. Check-in comes to your rescue. It's a great feature in the Zoho CRM mobile app with which sales managers and sales reps can manage their work-related visits easily.

When a sales rep is done with a client visit, he/she can check-in and geo-tag the visit right away in a single click. It not only makes a record of who you meet, but it also keeps your colleagues informed about what's happening. The check-in is recorded as a note to the respective lead/contact. Each check-in can be associated to an existing event for the record or a new event can be created and associated. This tells the sales manager that the rep has visited the client. What's more, the sales manager can even create reports based on the check-ins for a location, a particular sales rep and more to draw inferences.

To know more about the check-in feature, click here. Do try it out in your Zoho CRM mobile app and let us know what you think about it by commenting below.

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    • Tip #3: Use Check-in to geo-tag your client visits instantly

      Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there.  Tip #3: Use Check-in to geo-tag your client visits instantly  Done with your client visit? Yay!  But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update